All-In with Chamath, Jason, Sacks & Friedberg

E83: Market slide continues, and how to address Uvalde

25 snips
May 27, 2022
Brad Gerstner, the savvy investor and founder of Altimeter Capital, joins the hosts for an engaging discussion. They kick off with reflections from the All-In Summit before diving into the tumultuous state of the markets, dissecting earnings from major players like Zoom and Snowflake. The conversation takes a serious turn as they tackle the Uvalde tragedy, emphasizing the need for legislative change and preventive solutions to gun violence. Gerstner also shares insights on investor optimism and the importance of adapting strategies in today’s challenging economic climate.
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ANECDOTE

Super-Spreader Hypocrisy?

  • David Sacks calls Chamath Palihapitiya hypocritical for criticizing his past Christmas party as a super-spreader.
  • This is while Palihapitiya expresses concern about COVID-19 at the All-In Summit.
ANECDOTE

On-Stage Confrontation

  • Palmer Luckey surprised Jason Calacanis on stage, criticizing him and others for past actions.
  • Calacanis, despite the heated moment, shook Luckey's hand, and they eventually reconciled.
INSIGHT

Market Uncertainty

  • Zoom and Snowflake beat earnings expectations, but their stock prices remain down year-to-date.
  • This demonstrates market uncertainty and the complexities of stock valuation.
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